Strategic Advisors LLC

CIK 0001569119 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Strategic Advisors LLC reported 164 positions worth $457.2M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: AAPL (10.6%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$457.2M
2026 Q2
Positions
164
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
48.1%
Est. Net Flow (Q)
2026 Q2
10 / 164 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$48.4M10.58%167,122
2SCHBSCHWAB STRATEGIC TRSH$29.6M6.47%1,021,776
3GOOGLALPHABET INCSH$26.5M5.80%74,223
4MSFTMICROSOFT CORPSH$22.0M4.82%59,037
5AMZNAMAZON COM INCSH$21.3M4.65%89,204
6BILSPDR SERIES TRUSTSH$19.8M4.33%216,134
7NVDANVIDIA CORPORATIONSH$17.0M3.71%84,794
8JPMJPMORGAN CHASE & COSH$12.5M2.73%38,119
9VVISA INCSH$11.6M2.54%33,801
10SPYMSPDR SERIES TRUSTSH$11.4M2.49%129,607

The free plan shows the top 10 positions. The remaining 154 positions, the full portfolio and quarter changes unlock with Pro.

Pro Feature

This section is exclusive to Fundocap Pro. Full holdings tables, consensus trades, ownership analysis, backtests and exports unlock with Pro.

Upgrade to Pro

Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Strategic Advisors LLC hold as of Q2 2026?

Strategic Advisors LLC reported 164 positions worth $457.2M in its Q2 2026 13F filing. Largest positions: AAPL (10.6%), SCHB (6.5%), GOOGL (5.8%), MSFT (4.8%) and AMZN (4.7%).

What did Strategic Advisors LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Strategic Advisors LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.